| President Trump assumes office at noon today. The world is about to find out what MAGA 2.0 means.
1) is Inflation around the corner? Will lettuce, beef and pork spike as workers are deported?
2) tariff man is back at the helm. Trade war with Canada retaliation on Crude? Does energy spike?
3) Like the Fed.. was USDA forced to stop printing bushels on paper.. Quantitative easing..“We don’t CARE what someday we will raise as a test plot yield across 85 million acres.. WHAT DID WE ACTUALLY DO? What do we physically have NOW in a bin? How much less then y’all have been saying?
in the US? in Argentina? in Ukraine?
are there more cuts to come?
How can you cut interest rates and fight inflation? Lower crude prices.. but produce more? rollback Renewable energy yet meet AI energy demands? Propose tax cuts.. yet feed a trillion in new debt every 100 days?
Is today the last good day for pricing.. or a weld bin doors shut and hang on? |